2023 Form 5500 filing — The Jackson Lewis P.C. Cash Balance Plan Ii
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813193405NAL0010883425001) for The Jackson Lewis P.C. Cash Balance Plan Ii, reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 004. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813193405NAL0010883425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Lewis P.C.
- EIN
- 46-3862389
- Plan number
- 004
- Location
- West Harrison, NY
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,258,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,258,541
- Employer contributions
- $11,758,300
- Total income / additions
- $13,802,533
- Benefits paid
- $5,358,303
- Administrative expenses
- $127,089
- Total expenses
- $5,485,392
- Net increase / (decrease)
- $8,317,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | NONE | $73,455 | not reported in the loaded dataset |
| Bdo Usa, P.C. | AUDITOR | $26,550 | not reported in the loaded dataset |
| Matrix Trust Company | RECORDKEEPER | $13,068 | $0 |